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14093 -- May 4

Amedeo
Updated

14093 Release Notes

  • New contract install stages: Measure Scheduled, Install Scheduled, Service Scheduled (see below).

  • New contract filters and job list filters related to new install stages.

  • Link to Add Vendor Payment included in contract module.

  • Link to Add Customer Payment included in contract module.

  • Calendar performance improvements.

  • Cancelled appointments will draw in correct column.
  • Install Stage can be set on Record Contract form (see below).
New Install Stage           Old Install Stage         Notes
1. To Be Measured Measure RENAMED -- all existing Measure contracts will be changed automatically.
2. Measure Scheduled   NEW -- contract install stage will be set when a Measure appointment is added to the calendar.
3. To Be Ordered To Be Ordered  
4. Ordered Ordered  
5. Conf. Received Conf. Received  
6. In Warehouse In Warehouse  
7. Ready to Install Ready to Install  
8. Install Scheduled Scheduled RENAMED -- all existing Scheduled appointments will be changed automatically.
9. Incomplete Incomplete  UNCHANGED -- recording a service, set or tentative appointment as Incomplete will continue to set the contract install stage to match
10* Complete - Unpaid Complete - Unpaid see below -- recording a service, set or tentative appointment as Complete - Unpaid will continue to set the contract install stage to match
11* Complete - Paid Complete - Paid see below -- recording a service, set or tentative appointment as Complete - Paid will continue to set the contract install stage to match
12. Service Required Service Required  
13. Service Scheduled   NEW -- contract install stage will be set when a Service appointment is added to the calendar.

* These install stages are unchanged in this version. However, in an upcoming release Complete - Unpaid and Complete - Paid will be merged into a single item called Complete. Paid/unpaid status will be tracked through the MetricWise Customer Payments module or through invoice payment status in your accounting software.

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